Jeffrey David Feccia

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2017 → 05/2019
  Eaton Vance Distributors, Inc.
  Boston, MA
• 01/2017 → 05/2019
  Eaton Vance Management
  Boston, MA
• 09/2014 → 01/2017
  Eaton Vance Management
  Boston, MA
• 02/2020 → 03/2026
  Morgan Stanley
  Norwell, MA
• 05/2019 → 01/2020
  Unemployed
  Milton, MA
• 03/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2020-03-03 → 2026-03-31
  Morgan Stanley
  Norwell, MA

Other Businesses

*391649- Christmas Tree For Me; Investment-related: No; Milton, Massachusetts; Agriculture; Position: Member; Start: 11/2018; During business hours: 0; After business hours: 40; Sales/Marketing, Administrative BJM Lifestyle Rentals, LLC; Investment related; Dennisport, MA; Rental property; Owner; Start - 4/2023; 10 hours / month; 10 hours / month during securities trading hours

Exams

• S66 Uniform Combined State Law Examination
  2020-03-03
• S63 Uniform Securities Agent State Law Examination
  2017-05-24

Designations

• Certified Financial Planner

Other Names

• Jeffrey David Feccia
• Jeff Feccia